How big is Michelle Gerwin-Carlson, MD, PC's plan?

Michelle Gerwin-Carlson, MD, PC's plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20251006071129NAL0005946880001

Michelle Gerwin-Carlson, MD, PC

Name: Michelle Gerwin-Carlson, MD, PC — Michelle Gerwin-Ca, Form 5500 (2024)
Creator: Michelle Gerwin-Carlson, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michelle Gerwin-Carlson, MD Profit Sharing Plan

Defined-contribution retirement plan · Michelle Gerwin-Carlson, MD, PC's Michelle Gerwin-Carlson, MD Profit Sharing Plan held $2.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Michelle Gerwin-Carlson, MD, PC's EIN is 13-3855608.

EIN 13-3855608

Plan number 001

Plan year 2024

ACK ID 20251006071129NAL0005946880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michelle Gerwin-Carlson, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michelle Gerwin-Carlson, MD, PC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHELLE GERWIN-CARLSON, MD, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MICHELLE GERWIN-CARLSON, MD, PC

EIN

all filings

Address

523 EAST 72ND STREET, 4TH FL. · NEW YORK, NY · 100214099

Phone

(212) 606-1546

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator